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Certinia PSA-Sysadmin Exam Syllabus Topics:
Topic
Details
Topic 1
- PSA Custom Settings, Configuration Groups, and Metadata: This section covers Lightning Components & Visualforce Pages, how to manage Lightning Pages, use Field Sets to Customize Lightning and
- or Visualforce Pages, PSA Configuration Groups, Manage Configuration Groups, PSA Custom Settings, Review & Maintain Existing Custom Settings, and creating
- importing Regions-Practices-Groups.
Topic 2
- Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs
Topic 3
- User Management: This section covers Security, how to manage User Access by Assigning & Managing, Permission Controls, User Access by Assigning Permission Controls, Workspaces, how to assign Workspaces to New Users, and how to maintain workspaces to Reflect Personas within the organization.
Topic 4
- Schedule
- Review
- Delete Scheduled Jobs According to Business Needs; Perform Routine Cleanup, Configuration in 'Actuals Configuration Group' and Set Mode for Calculation, and App Log Maintenance.
Topic 5
- Configuration Management: In this section, the topics covered include General Configuration & UX customization, Customize Page Layouts, configuring Task Time Entry Mode, and creating Report and Dashboard Folders.
Certinia PSA System Administrator 2023 Sample Questions (Q45-Q50):
NEW QUESTION # 45
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?
- A. Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission
- B. Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field
- C. Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted
Answer: A
NEW QUESTION # 46
Managers want to be able to edit expenses once they are marked as approved, "Include in Financials" is selected, but before the Billing Events are created. Which of the following options do you choose under the Permission Control record?
- A. Expense Edit
- B. Expense Ops Edit
- C. Expense Entry
Answer: B
Explanation:
* Understanding Expense Editing in PSA:
* Once anexpense is approvedand the "Include in Financials" field is selected,expenses are locked for modification.
* However,managers can still edit expenses before a billing event is createdwith the correct permission control.
* Options Analysis:
* Option A:"Expense Ops Edit"#Correct! Grantsedit access to approved expensesbefore they are included in billing events.
* Option B:"Expense Entry"#Incorrect. This allows expense creation, not modification of approved expenses.
* Option C:"Expense Edit"#Incorrect. This general permission does not overridelocked expense records.
* Steps to Enable Expense Editing for Managers:
* Go toPermission ControlsinPSA Administration.
* Create a newPermission Controlfor the manager.
* AssignExpense Ops Editpermission.
* Save and test the ability to edit approved expenses.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 47
Managers want to be able to edit expenses once they are marked as approved, "Include in Financials" is selected, but before the Billing Events are created. Which of the following options do you choose under the Permission Control record?
- A. Expense Ops Edit
- B. Expense Edit
- C. Expense Entry
Answer: B
NEW QUESTION # 48
When setting up a Utilization calculation, what does the "Is Report Master" field mean?
- A. Calculated utilization value from this job gets surfaced on the Contact record
- B. Calculated utilization value from this job gets surfaced in the Resource Planner "Availability column"
- C. In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job
Answer: A
NEW QUESTION # 49
Managers within your company are using the Resource Planner to check a resource's availability but report that they are not seeing the Availability column on the Resource Planner.
Which two of the following could be causing this issue? (Choose two.)
- A. Utilization Ermine checkbox is deselected under Utilization custom settinqs
- B. Managers don't have the field level access to Resource Availability
- C. Resource Availability column is not selected under the Resource Planner columns list
Answer: A,C
NEW QUESTION # 50
......
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